Cameron Hurdle currently serves as a Planning Consultant at Fidelity Investments, a role held since 2026. He has progressed through various positions within the firm, including Investment Solutions Representative III, II, and I from 2023 to 2026, and previously worked as a Customer Relationship Advocate from 2021 to 2023. Cameron holds insurance licenses in Arkansas and California. In his professional approach, Cameron focuses on empowering clients to take charge of their financial futures by co-creating personalized plans aligned with their short- and long-term goals. He emphasizes building trust, identifying challenges, and aligning strategies to instill confidence in navigating the economic landscape. Outside of his professional work, Cameron enjoys camping, family activities, football, golf, reading, and traveling.

Robert Devine is a CFP® professional with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He holds Series 63 and Series 65 licenses and is based in Jacksonville, FL. Outside of his advisory role, he is the managing member of Captain Holding, LLC, a business he co-owns, and acts as secretary-treasurer for BNI Money Tree, a local networking organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, ongoing financial planning engagements using advanced analytical tools and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Michelle Jones is a financial advisor at Charles Schwab based in Jacksonville, FL, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2018, following two years at Health Care Management Systems. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s client relationship model primarily features non-discretionary advice combined with access to affiliated discretionary separately managed accounts and a structured alternative-investment program.

Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.

Robert Amatangelo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Fidelity Investments and prior work in physical therapy and the golf industry. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Craig Stacey is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals who assist clients with developing personalized financial plans to help pursue their financial goals throughout life. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2021. Craig has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Private Wealth Management Relationship Manager, Relationship Manager, Financial Representative, and Client Services Associate. He also worked as a Business Service Manager at Morgan Stanley in 2019. No information about his education, credentials, personal interests, or community involvement has been provided.

Courtney Recchio is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at GE Capital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Brandon Hettick is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in diverse roles including at Trivia Nation and 904 Tennis, as well as in educational settings such as Howard Payne University and Texas A&M Tennis Camps. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Christian Chiroque is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior experience at BBVA and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, formal advisory roles to multiple registered investment companies, and use of advanced technologies in portfolio management.

Kylie Kall is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and is also involved with Painting with a Twist, an outside business activity she has participated in since 2014. Kylie previously served at The Cummer Museum of Art & Gardens from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Cosgrove Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and serves as an adviser to multiple registered investment companies.

Alex Farrar is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Merrill Lynch from 2016 to 2018 and Fidelity Brokerage Services since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mary Tooley is a Series 66-credentialed financial advisor with Charles Schwab who has 21 years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Bonnie Smith III is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of her advisory role, she is involved in a business called ColePark, which is not investment-related. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its approach.

Jeffrey Hayes is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Mclatchey is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2006 to 2023 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Christine Caldwell is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathon Fischer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at PNC Financial Services Group, Inc. for three years. Outside of his advisory role, he is involved as a pickleball player and instructor on a recreational basis. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Evonne Heykens is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Goodwin is a financial advisor with Equitable Advisors in Neptune Beach, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, previously working under Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.